BBB Accredited Business Profile

Kotys Wealth Professionals

Kotys Wealth Professionals

(219) 465-6924

Kotys Wealth Professionals

9 years in business
175 Lincolnway Ste D
Valparaiso, IN 46383-5559
Additional Email Addresses
  • Alyce@thekotysgroup.com
BBB File Opened: 11/13/2009
Business Started: 06/15/2007
Business Incorporated: 08/17/2007 in IN
Business Management
  • Megan Myers, Director of Client Relations
  • Mr. Wesley Kotys, president
Business Category
  • Investment Management
  • Financial Planning Consultants
  • Insurance - Life
  • Insurance - Long Term Care
  • Investment Advisory Service
  • Retirement Planning Service
  • Business Consultants

Products & Services
Kotys Wealth Professionals offer portfolio management, holistic financial planning, estate planning, collaborative tax planning, retirement planning, business planning, education planning, and insurance management.
Service Area
Northwest Indiana and all surrounding areas
Alternate Business Names
  • The Kotys Group, LLC
  • The Kotys Group
BBB accredited business

A+

Overview

Wesley Kotys, CFP®, AAMS®, is a Valparaiso, IN Fee-Only Financial Planner serving NW Indiana and all clients across the country. We specialize in providing holistic financial planning to help clients build, manage, grow, and protect their assets.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 08:00 AM to 04:00 PM
Tue: 08:00 AM to 04:00 PM
Wed: 08:00 AM to 04:00 PM
Thu: 08:00 AM to 04:00 PM
Fri: 08:00 AM to 04:00 PM
Sat: Closed
Sun: Closed
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Kotys Wealth Professionals

Kotys Wealth Professionals

BBB ACCREDITED SINCE 04/11/2013

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